Go Beyond Commissions.
Get the Certainty You Need.
Get end-to-end control of financial workflows with solutions designed to help wealth management and life insurance companies boost efficiency and accuracy.
Outdated technology won’t cut it in our modern world.
The wealth management and life insurance industries are seeing unprecedented volume, increasingly complex distribution models, and intense competition. In this landscape, financial leaders are expected to do more than number-crunching – they often shape a company’s future.
But how can you shape innovation and growth when you’re bogged down by inefficient systems?
Calculate and process commission payouts.
Manage multiple revenue streams.
Integrate seamlessly with industry tools.
Streamline compliance with configurable solutions.
Experience flexible support.
Beyond Commissions provides highly customizable solutions
that give financial and insurance organizations complete control over their revenue and commissions accounting systems for peak precision and efficiency.
Modular Design with Custom Extensions
Easily integrate our core software and add custom-built enhancements for your specific needs.
Flexible
Support Model
Choose the support level right for you and your team, from extended training to turn-key.
Advanced Automation
& Analytics
Simplify payment reconciliation and auditing, guarantee accurate payouts, forecast your bottom line, and more.
Decades of Experience Delivering High-Performance Technology Solutions
We’ve been developing software that drives businesses forward and solves their unique challenges since 1994. Starting in 2005, we shifted our focus to the life insurance and wealth management industries.
Our invaluable experience experience helps advisors, agencies and carriers / custodians develop, integrate, and align technology to:
- Simplify revenue management
- Streamline commission payout
- Boost competitive advantage
- Increase velocity of cash
Our commitment to client relationships underpins everything we do. From initial consultation to post-implementation support, we measure our success by your success.
Get Ready: Drive Your Business Forward
1
Map Out Your Exact Needs
Schedule a demo, and let’s talk to determine the appropriate solution. Tell us about your challenges and goals. We take the time to truly understand your exact needs so we can build custom solutions for operational efficiency.
2
Implement Tailored Solutions
With a dual approach, we start implementing a framework to enhance baseline operations while building or configuring modules specific to your needs.
3
Get Certainty & Full Control
Now, it’s time for results – enhanced efficiency, reduced errors, more control and certainty. Whether you want extended training or turn-key solutions, our team is here to support as you drive your business forward.
Go Beyond with Specialized Solutions & Features
We designed our services and features to give you greater control with the certainty you need to confidently manage inefficient workflow operations.
It’s Time to Go Beyond Commissions
Many financial operations are outdated and ill-equipped for high-volume operations. Beyond Commissions revolutionizes those operations with specialized solutions for distribution channels and partners. Get complete control over your operations and certainty that they’re running precisely and efficiently—beyond expectations.
